Liberty Wealth Management LLC Vanguard Financial ETF Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 12,830 shares of VFH stock, worth $1.57 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
12,830
Previous 12,787 0.34%
Holding current value
$1.57 Million
Previous $1.28 Million 10.59%
% of portfolio
0.25%
Previous 0.23%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$99.27 - $111.21 $4,268 - $4,782
43 Added 0.34%
12,830 $1.41 Million
Q2 2024

Aug 06, 2024
BUY
$95.9 - $103.0 $16,015 - $17,201
167 Added 1.32%
12,787 $1.28 Million
Q1 2024

May 02, 2024
BUY
$90.62 - $102.39 $1.14 Million - $1.29 Million
12,584 Added 34955.56%
12,620 $1.29 Million
Q4 2023

Feb 08, 2024
SELL
$75.97 - $92.67 $791,455 - $965,436
-10,418 Reduced 99.66%
36 $3,000
Q3 2023

Nov 13, 2023
BUY
$80.32 - $86.71 $10,441 - $11,272
130 Added 1.26%
10,454 $840,000
Q2 2023

Aug 10, 2023
BUY
$74.65 - $81.49 $20,454 - $22,328
274 Added 2.73%
10,324 $838,000
Q1 2023

May 03, 2023
BUY
$74.95 - $90.64 $7,719 - $9,335
103 Added 1.04%
10,050 $782,000
Q3 2022

Nov 15, 2022
SELL
$74.44 - $88.21 $20,396 - $24,169
-274 Reduced 2.68%
9,947 $740,000
Q2 2022

Aug 15, 2022
BUY
$75.42 - $93.29 $10,407 - $12,874
138 Added 1.37%
10,221 $789,000
Q1 2022

May 09, 2022
BUY
$87.26 - $101.75 $24,694 - $28,795
283 Added 2.89%
10,083 $941,000
Q4 2021

Feb 15, 2022
SELL
$92.72 - $100.95 $186,274 - $202,808
-2,009 Reduced 17.01%
9,800 $945,000
Q3 2021

Nov 15, 2021
BUY
$86.32 - $96.09 $192,148 - $213,896
2,226 Added 23.23%
11,809 $1.11 Million
Q2 2021

Aug 13, 2021
SELL
$85.53 - $94.49 $73.2 Million - $80.9 Million
-856,270 Reduced 98.89%
9,583 $866,000
Q2 2021

Aug 13, 2021
BUY
$85.53 - $94.49 $73.2 Million - $80.9 Million
855,888 Added 8588.94%
865,853 $9.58 Million
Q4 2020

Feb 09, 2021
SELL
$58.32 - $72.85 $3,207 - $4,006
-55 Reduced 0.55%
9,965 $725,000
Q3 2020

Nov 05, 2020
BUY
$55.49 - $62.22 $24,748 - $27,750
446 Added 4.66%
10,020 $586,000
Q2 2020

Aug 04, 2020
SELL
$47.38 - $65.88 $3,932 - $5,468
-83 Reduced 0.86%
9,574 $548,000
Q1 2020

Apr 27, 2020
SELL
$42.8 - $77.51 $4,879 - $8,836
-114 Reduced 1.17%
9,657 $490,000
Q4 2019

Feb 05, 2020
SELL
$66.8 - $76.51 $78,089 - $89,440
-1,169 Reduced 10.69%
9,771 $745,000
Q3 2019

Oct 30, 2019
SELL
$69.67 - $71.37 $14,630 - $14,987
-210 Reduced 1.88%
10,940 $766,000
Q2 2019

Jul 30, 2019
SELL
N/A
-85 Reduced 0.76%
11,150 $769,000
Q1 2019

Apr 18, 2019
BUY
N/A
4 Added 0.04%
11,235 $725,000
Q4 2018

Mar 26, 2019
BUY
N/A
11,231 New
11,231 $666,000

Others Institutions Holding VFH

# of Institutions
685
Shares Held
52.2M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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